The Legacy Advice Network is a probono public education initiative. We use financial and legal professionals to speak to community groups about the importance of planning for death and the survival of the family.
The failure to plan and save is a major cause of generational poverty in the USA.
The overall goal of the Legacy Advice Network™ is to encourage introductions, education, and collaboration between accountants, attorneys, small business owners, and Legacy Managers.
Together, the members of the Network help clients achieve their personal and business legacy goals through proper estate planning, business succession planning, and estate settlement services. We connect independent service providers together in a professional network to educate and encourage clients to achieve their legacy goals .
Our educational programs are free seminars (no sales pressure) offered by volunteers throughout the country to the general public about financial literacy concepts and estate planning topics. Please see our planned events on EventBrite.com.
As a 501c3 organization, donations towards our financial literacy programs are tax deductible.
Our public educational events are free and open to the public. Bring Your Questions and We Will Bring the Answers. We can help reassure you that your plans are in good order and recommend changes as needed. We seek to educate everyone about the importance of financial literacy, financial planning, and estate planning. No Solicitations and No obligations.
Financial Fraud Education
We offer free educational programs and materials about Financial Fraud and methods to protect yourself from identity theft and common scams like:
Scammers use fake names, provide bogus badge numbers and, fake website addresses, and alter caller ID numbers to make it look like they calling form a legal organization.
Everyone should be on the lookout for threatening calls from people faking phone numbers and demand for immediate payment, There has been a surge of phone scams where scam artists threaten police arrest, deportation, license revocation and other financial threats. They leave urgent callback requests and send texts.
They prey on the most vulnerable people, such as the elderly, young, newly arrived immigrants, and those whose first language is not English.
Scammers will first request common information that any sales representative may ask. But as they develop your trust, they request more detailed information and images of important personal documents. like Social security cards, drivers license, current medical card, and Passport. Learn more at the Consumer Protection Bureau - https://www.consumerfinance.gov/ask-cfpb/what-are-some-common-types-of-scams-en-2092/
Scammers create websites that look real but are not. Eventually, they will ask for account numbers, passwords, credit card security codes, and may even ask to login into your coputer to fix some issue. Many scams are initiated because you did a Google Search and landed on a fake webpage that warns you about some computer issue or requests your email address to get a report, but instead they start sending you scam messages.
Report a Scam
To report a scam, you can submit a complaint with the Federal Trade Commission. Other options include contacting your local police or sheriff's office or your state attorney general to report the scam. Visit the National Association of Attorneys General for the contact information of each state attorney general. You can also contact your bank and report an authorized transactions or counterfeit check.
The J24 Charity Trust provides free public education seminars that seek to encourage and improve financial literacy and positive personal financial behaviors.
This program uses materials created by the National Financial Educators Council and the Association of Financial Educators to teach strategies to achieve greater personal financial security and promote the development of generational wealth. and success.
Our public educational events are free and open to the public. These lessons are advertised through EventBrite, and available at local community centers, restaurants, schools, and workplace sponsors.
We seek to educate everyone about the importance of financial literacy, financial planning, and estate planning.
No Solicitations and No Obligations. Just pure education in a judgement free and safe environment. You can also watch our videos on Vimeo.